Quiver Financial Holdings LLC

Justin Singletary is a financial advisor with Quiver Financial Holdings LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at several firms including WestPark Capital Inc. and American Trust Investment Services, Inc. He also serves as Director of Business Development for Quiver Financial, Inc. Quiver Financial Holdings LLC provides investment advisory and financial planning services to individuals, investment companies, and corporations, managing approximately $69.5 million in discretionary assets. The firm employs a variety of investment strategies tailored to client objectives and risk tolerance, and offers subscription-based research and performance-based fee arrangements.

Patrick Morehead is a financial advisor at Quiver Financial Holdings LLC with nine years of industry experience. He holds a Series 66 designation and has worked in various roles, including positions at Delta Investment Management, WestPark Capital, and American Trust Investment Services. Outside of his advisory work, Morehead is a licensed real estate agent and is involved in insurance sales and tax services. Quiver Financial Holdings LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as investment companies and corporations. The firm offers tailored portfolio management and managed account programs using diverse strategies such as asset allocation, dollar-cost averaging, and technical analysis.

Richard Mcfadden is a financial advisor with Quiver Financial Holdings LLC in San Clemente, CA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at American Trust Investment Services, Inc., and various entities operating under the Quiver brand dating back to 2010. Outside of advisory work, he serves as CEO of Quiver Financial Insurance Services and is a managing partner at North Beach Auto, LLC, where he provides consulting on strategy and operations. Quiver Financial Holdings LLC offers investment advisory and financial planning services to individuals, including high-net-worth clients, as well as investment companies and corporations. The firm manages approximately $69.5 million in discretionary assets and employs diverse strategies tailored to client objectives, including asset allocation, technical analysis, and both long- and short-term trading.